Settings and activity

5 results found

1. fund advisor portal grant notification-advisor specific

   39 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Anonymous commented  ·  Mar 7, 2024  ·  Edit…  ·  Delete…

   I agree with the optional setting. Ex. A professional advisor with online access and has their own account does not need grant notification for client accounts but needs it for their own account.

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   Anonymous supported this idea  ·  Mar 6, 2024

2. Admin Fee Report/Audit Support

   28 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Nov 15, 2023

3. Option for household changes to populate individual profiles linked to household

   29 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Sep 29, 2023

4. ID # search

   40 votes

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   5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Anonymous supported this idea  ·  Jul 11, 2023

5. Create a new User Role (or modify capabilities for existing Board Member role)

   9 votes

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   1 comment  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Anonymous supported this idea  ·  Jan 24, 2018